See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,832 | $54,762+381.8% | $90,281+192.2% | $72,985+261.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 26.17% | 30.63%-4.5pp | 78.10%-51.9pp | 81.00%-54.8pp |
| Employer contribution / active EE | $14,542 | $2,092+595.0% | $2,854+409.5% | $2,440+496.0% |
| Participant deferral / active EE | $10,465 | $2,887+262.5% | $3,885+169.4% | $3,607+190.1% |
| Admin fee / account holder | $5,449 | $3,972+37.2% | $5,351+1.8% | $5,124+6.3% |